WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$600M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,953
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$3.22M
3
+$2.07M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.14M

Top Sells

1
+$1.89M
2
+$1.03M
3
+$660K
4
MKL icon
Markel Group
MKL
+$504K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$486K

Sector Composition

1 Healthcare 7.39%
2 Financials 7.11%
3 Technology 6.67%
4 Industrials 5.79%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$51K 0.01%
471
+19
727
$51K 0.01%
1,752
+155
728
$51K 0.01%
1,075
-761
729
$51K 0.01%
799
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730
– –
0
731
$50K 0.01%
714
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732
$50K 0.01%
1,955
733
$50K 0.01%
+318
734
$50K 0.01%
2,308
-312
735
$50K 0.01%
735
736
$49K 0.01%
2,191
+1,375
737
$49K 0.01%
142
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738
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2,685
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739
$49K 0.01%
2,504
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$49K 0.01%
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741
$49K 0.01%
2,337
+1,061
742
$48K 0.01%
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$48K 0.01%
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$48K 0.01%
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745
$48K 0.01%
7,160
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$48K 0.01%
1,148
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747
$48K 0.01%
3,585
+1,197
748
$48K 0.01%
1,060
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749
$47K 0.01%
791
-141
750
$47K 0.01%
1,500
28 29
30
31 32